Case Study

Building a Scalable HubSpot Foundation for Brightstar Therapeutics

Sales Hub • Marketing Hub • Data Hub

Challenge

Brightstar Therapeutics needed a centralized system to manage a complex network of stakeholders involved in its tissue donation and surgical coordination processes. The organization required a way to organize and automate communications between physicians, physician schedulers, eye bank staff, ambulatory surgery centers, hospitals, and internal sales representatives. Data was being collected through Jotform submissions, but there was no streamlined process for managing registrations, tissue requests, contact relationships, or ongoing communications.

In addition, Brightstar needed a HIPAA-conscious solution that could support future growth while maintaining clean data, proper record associations, and visibility across multiple company types and contact roles.

Solution

No Bounds Digital partnered with Brightstar Therapeutics to design and implement a customized HubSpot environment tailored to the company's operational requirements.

The project began with strategic planning sessions to define the ideal data architecture for both contacts and companies. No Bounds Digital created a framework capable of supporting multiple stakeholder types, including physicians, eye banks, ambulatory surgery centers, hospitals, and supporting staff. The solution was designed to ensure that every relationship between contacts and organizations could be accurately tracked and reported on.

To support Brightstar's registration and request workflows, No Bounds Digital integrated Jotform with HubSpot and developed custom automation processes that automatically created and associated records. This included custom-coded workflows that connected contacts, companies, and related submissions without requiring manual intervention. The team also built a comprehensive custom property structure that mirrored the data collected through Jotform, ensuring complete visibility into registration details and tissue request information.

Additional enhancements included:

Custom company and contact property creation
Automated workflow development
Contact and company segmentation
Data normalization and database hygiene processes
Company-type categorization and visual color-coding for easier user navigation
Reporting and dashboard planning
Ongoing HubSpot administration and optimization support
Guidance on HIPAA-compliant data collection processes and technology selection

As the project evolved, No Bounds Digital also provided strategic consulting around QuickBooks integration, HubSpot administration, user training, and long-term system management to ensure Brightstar's team could effectively scale its operations within HubSpot.

Results

The completed solution provided Brightstar Therapeutics with a centralized operational platform that connected previously disconnected processes and stakeholders.

Key outcomes included:

Creation of a scalable CRM structure capable of managing multiple healthcare stakeholder groups
Automated intake and registration processes through Jotform and HubSpot integration
Elimination of manual record association tasks through custom workflow automation
Improved visibility into physician, eye bank, surgery center, and hospital relationships
Standardized data collection and reporting across the organization
Enhanced user adoption through customized visual organization and streamlined workflows
Reduced administrative overhead through automation and ongoing HubSpot management

While specific performance metrics were not formally tracked, the project significantly improved operational efficiency, data accuracy, and the organization's ability to manage critical healthcare relationships at scale.

Conclusion

Brightstar Therapeutics required more than a CRM implementation—it needed a flexible operational system capable of supporting complex healthcare workflows and stakeholder relationships. By combining strategic HubSpot architecture, custom automation, Jotform integration, and ongoing administration, No Bounds Digital delivered a solution that positioned Brightstar for sustainable growth and operational excellence.

As a Diamond HubSpot Solutions Partner, No Bounds Digital specializes in helping organizations design, implement, and optimize HubSpot systems that align with real-world business processes. Whether through custom CRM architecture, workflow automation, integrations, or ongoing HubSpot administration, No Bounds Digital helps businesses transform HubSpot into a scalable platform for growth and efficiency.